--- title: General | K1x Knowledge Base description: The General section provides core information and FAQs relevant to all users of K1x. It covers topics like account management, support, product features, and platform updates. --- [Skip to content](https://support.k1x.io/general#main-content) [Submit A Support Ticket](https://support.k1x.io/kb-tickets/new) [Client portal](https://support.k1x.io/tickets) [![Group 16](https://support.k1x.io/hs-fs/hubfs/Group%2016.png?width=75&height=75&name=Group%2016.png)](https://support.k1x.io/) - [Knowledge Base](https://support.k1x.io/) Open main navigation Close main navigation - [Knowledge Base](https://support.k1x.io/) - [Submit A Support Ticket](https://support.k1x.io/kb-tickets/new) - [Client portal](https://support.k1x.io/tickets) How can we help? - There are no suggestions because the search field is empty. 1. [K1x Knowledge Base](https://support.k1x.io/) 2. [General](https://support.k1x.io/general) # General The General section provides core information and FAQs relevant to all users of K1x. It covers topics like account management, support, product features, and platform updates. ## Account Management - SSO & Okta - [SSO Assertion Configuration Guide](https://support.k1x.io/sso-assertion-configuration-guide) - [SSO Configuration Steps: Microsoft Entra ID (Azure Active Directory)](https://support.k1x.io/sso-configuration-steps-entra-azure-active-directory) - [SSO Configuration Steps in Okta (SAML 2.0)](https://support.k1x.io/sso-configuration-steps-okta) - [How Do I Update Okta Multi – factor Authentication?](https://support.k1x.io/how-do-i-update-okta-multi-factor-authentication) - [Set up Okta Verify on a New Android device](https://support.k1x.io/set-up-okta-verify-on-a-new-android-device) - [Set up Okta Verify on a New iOS device](https://support.k1x.io/set-up-okta-verify-on-a-new-ios-device) See less ▼ ## FAQ - [Supported Tax Forms](https://support.k1x.io/what-are-the-available-tax-forms) - [K1x Release Notes | Latest Product Updates](https://support.k1x.io/k1x-latest-release-notes) - [Submitting a Ticket to K1x Support](https://support.k1x.io/submitting-a-ticket-to-k1x-support) - [Troubleshooting K1x Login Issues](https://support.k1x.io/troubleshooting-k1x-login-issues) - [K1x In – app Support Agent](https://support.k1x.io/k1x-in-app-support-agent) - [What is the length of the timeout session?](https://support.k1x.io/what-is-the-length-of-the-timeout-session) See less ▼ ## Release Notes - [K1x Release: 990 Tracker - 07/29/2026](https://support.k1x.io/k1x-release-07/29/2026-0-0-0-0-1-0-0-0-0-1-1-0-0-0-0-0-0-0-0-0-0-0) - [K1x Release: 990 Tracker - 07/13/2026](https://support.k1x.io/k1x-release-07/13/2026-0-0-0-0-1-0-0-0-0-1-1-0-0-0-0-0-0-0-0-0-0) - [K1x Release: 990 Tracker - 07/01/2026](https://support.k1x.io/k1x-release-07/01/2026-0-0-0-0-1-0-0-0-0-1-1-0-0-0-0-0-0-0-0-0) - [K1x Release: K1 Aggregator - 06/18/2026](https://support.k1x.io/k1x-release-k1-aggregator-06/18/2026) - [K1x Release: 990 Tracker - 06/11/2026](https://support.k1x.io/k1x-release-06/11/2026-0-0-0-0-1-0-0-0-0-1-1-0-0-0-0-0-0-0-0) - [K1x Release: 990 Tracker - 06/03/2026](https://support.k1x.io/k1x-release-06/03/2026-0-0-0-0-1-0-0-0-0-1-1-0-0-0-0-0-0-0) - [K1x Release: 990 Tracker - 05/20/2026](https://support.k1x.io/k1x-release-05/20/2026-0-0-0-0-1-0-0-0-0-1-1-0-0-0-0-0-0) - [K1x Release: 990 Tracker - 05/13/2026](https://support.k1x.io/k1x-release-05/13/2026-0-0-0-0-1-0-0-0-0-1-1-0-0-0-0-0) - [K1x Release: K1 Aggregator - 05/11/2026](https://support.k1x.io/k1x-release-k1-aggregator-05/11/2026) - [K1x Release: K1 Creator - 05/07/2026](https://support.k1x.io/k1x-release-k1-creator-05/07/2026) - [K1x Release: 990 Tracker - 05/07/2026](https://support.k1x.io/k1x-release-05/07/2026-0-0-0-0-1-0-0-0-0-1-1-0-0-0-0-0) - [K1x Release: 990 Tracker - 04/30/2026](https://support.k1x.io/k1x-release-04/30/2026-0-0-0-0-1-0-0-0-0-1-1-0-0-0-0) - [K1x Release: K1 Aggregator - 04/29/2026](https://support.k1x.io/k1x-release-k1-aggregator-04/29/2026) - [K1x Release: 990 Tracker - 04/22/2026](https://support.k1x.io/k1x-release-04/22/2026-0-0-0-0-1-0-0-0-0-1-1-0-0-0) - [K1x Release: K1 Creator - 04/23/2026](https://support.k1x.io/k1x-release-03/11/2026-0-0-0-0-1-0-0-0-0-0-0-0-1-0) - [K1x Release: K1 Aggregator - 04/21/2026](https://support.k1x.io/k1x-release-k1-aggregator-04/21/2026) - [K1x Release: 990 Tracker - 04/16/2026](https://support.k1x.io/k1x-release-04/16/2026-0-0-0-0-1-0-0-0-0-1-1-0-0) - [K1x Release: 990 Tracker - 04/09/2026](https://support.k1x.io/k1x-release-04/09/2026-0-0-0-0-1-0-0-0-0-1-1-0) - [K1x Release: K1 Creator - 04/09/2026](https://support.k1x.io/k1x-release-03/11/2026-0-0-0-0-1-0-0-0-0-0-0-0-1) - [K1x Release: K1 Aggregator - 03/30/2026](https://support.k1x.io/k1x-release-03/11/2026-0-0-0-0-1-0-0-0-0-0-0-0-0) - [K1x Release: K1 Creator - 03/26/2026](https://support.k1x.io/k1x-release-03/11/2026-0-0-0-0-1-0-0-0-0-0-0-0) - [K1x Release - 03/26/2026](https://support.k1x.io/k1x-release-03/26/2026-0-0-0-0-1-0-0-0-0-1-1) - [K1x Release - 03/18/2026 (K1A)](https://support.k1x.io/k1x-release-03/18/2026-0-0-0-0-1-0-0-0-0-1-0) - [K1x Release - 03/18/2026](https://support.k1x.io/k1x-release-03/18/2026-0-0-0-0-1-0-0-0-0-1) - [K1x Release: K1 Creator - 03/16/2026](https://support.k1x.io/k1x-release-03/11/2026-0-0-0-0-1-0-0-0-0-0-0) - [K1x Release: K1 Creator - 03/12/2026](https://support.k1x.io/k1x-release-03/11/2026-0-0-0-0-1-0-0-0-0-0) - [K1x Release - 03/11/2026](https://support.k1x.io/k1x-release-03/11/2026-0-0-0-0-1-0-0-0-0) - [K1x Latest Release Notes - 2/26/26](https://support.k1x.io/k1x-release-02/26/2026-0-0-0-0-1-0-0) - [K1x Release - 03/03/2026](https://support.k1x.io/k1x-release-03/03/2026-0-0-0-0-1-0-0-0) - [K1x Release - 02/25/2026](https://support.k1x.io/k1x-release-02/25/2026-0-0-0-0-1-0) - [K1x Release - 02/18/2026](https://support.k1x.io/k1x-release-02/18/2026-0-0-0-0-1) - [K1x Release - 02/11/2026](https://support.k1x.io/k1x-release-02/11/2026-0-0-0-0) - [K1x Release - 02/12/2026](https://support.k1x.io/k1x-release-02/11/2026-0-0-0-0-0) - [K1x Release - 02/04/2026](https://support.k1x.io/k1x-release-02/04/2026-0-0-0) - [K1x Release - 01/28/2026](https://support.k1x.io/k1x-release-01/28/2026-0-0) - [K1x Release - 01/21/2026](https://support.k1x.io/k1x-release-01/15/2026-0) - [K1x Release - 01/15/2026](https://support.k1x.io/k1x-release-01/15/2026) - [K1X Release - 01/08/2026](https://support.k1x.io/k1x-release-1/8/2026) - [K1x Release Notes – 12/18/2025](https://support.k1x.io/k1x-release-12/18/2025-0-0-0-0-0) - [K1x Release Notes - 12/11/2025](https://support.k1x.io/k1x-release-12/11/2025) - [K1x Release Notes – 12/03/2025](https://support.k1x.io/k1x-release-10/9/2025-0-0-0-0) - [K1x Release Notes – 11/24/2025](https://support.k1x.io/k1x-release-10/9/2025-0-0-0) - [K1x Release Notes – 11/21/2025](https://support.k1x.io/k1x-release-notes-11/21/2025) - [K1x Release Notes – 11/17/2025](https://support.k1x.io/k1x-release-notes-10/23/2025-0-0-0-0-0-0) - [K1x Release Notes – 11/13/2025](https://support.k1x.io/k1x-release-notes-10/23/2025-0-0-0-0-0) - [K1x Release Notes – 11/11/2025](https://support.k1x.io/k1x-release-notes-10/23/2025-0-0-0-0) - [K1x Release Notes – 11/05/2025 & 11/06/2025](https://support.k1x.io/k1x-release-notes-10/23/2025-0-0) - [K1x Release Notes – 11/07/2025](https://support.k1x.io/k1x-release-notes-10/23/2025-0-0-0) - [K1x Release Notes – 10/29/2025](https://support.k1x.io/k1x-release-notes-10/23/2025-0) - [K1x Release Notes – 10/23/2025](https://support.k1x.io/k1x-release-notes-10/23/2025) - [K1x Release Notes – 10/16/2025](https://support.k1x.io/k1x-release-10/9/2025-0-0) - [K1x Release – 10/14/2025](https://support.k1x.io/k1x-release-10/9/2025-0) - [K1x Release – 10/9/2025](https://support.k1x.io/k1x-release-10/9/2025) - [K1X Release – 10/01/2025](https://support.k1x.io/k1x-release-10-01-2025) - [K1X Release – 09/24/2025](https://support.k1x.io/k1x-release-09-24-2025) - [K1X Release – 09/17/2025](https://support.k1x.io/k1x-release-09-17-2025) - [K1X Release – 09/10/2025](https://support.k1x.io/k1x-release-09-10-2025) - [K1X Release – 09/03/2025](https://support.k1x.io/k1x-release-09-03-2025) - [K1X Release Notes – 8/28/2025](https://support.k1x.io/k1x-release-8-28-2025) - [K1X Release – 08/27/2025 & 8/28/2025](https://support.k1x.io/k1x-release-08-27-2025-8-28-2025) - [K1X Release 8/20/2025](https://support.k1x.io/k1x-release-8-20-2025) - [K1X Release – 8/14/2025](https://support.k1x.io/k1x-release-8-14-2025) - [K1X Release – 08/06/2025](https://support.k1x.io/k1x-release-08-06-2025) - [K1X Release – 07/30/2025](https://support.k1x.io/k1x-release-07-30-2025) - [K1X Release – 07/23/2025](https://support.k1x.io/k1x-release-07-23-2025) - [K1X Release – 07/02/2025](https://support.k1x.io/k1x-release-07/02/2025) - [K1X Release – 06/18/2025](https://support.k1x.io/k1x-release-06/18/2025) - [K1X Release – 6/11/2025](https://support.k1x.io/k1x-release-6/11/2025) - [K1X Release – 06/04/2025](https://support.k1x.io/k1x-release-06/04/2025) - [K1X Release – 05/28/2025](https://support.k1x.io/k1x-release-05/28/2025) - [K1X Release – 05/21/2025](https://support.k1x.io/k1x-release-05/21/2025) - [K1X Release – 05/14/2025](https://support.k1x.io/k1x-release-05/14/2025) - [K1X Release – 05/13/2025](https://support.k1x.io/k1x-release-05/13/2025) - [K1X Release – 05/09/2025](https://support.k1x.io/k1x-release-05/09/2025) - [K1X Release – 05/07/2025](https://support.k1x.io/k1x-release-05/07/2025) - [K1X Release – 04/30/2025](https://support.k1x.io/k1x-release-04/30/2025) - [K1X Release – 04/23/2025](https://support.k1x.io/k1x-release-04/23/2025) - [K1X Release – 04/18/2025](https://support.k1x.io/k1x-release-04/18/2025) - [K1X Release – 04/16/2025](https://support.k1x.io/k1x-release-04-16-2025) - [K1X Release – 04/14/2025](https://support.k1x.io/k1x-release-04/14/2025) - [K1X Release – 04/09/2025](https://support.k1x.io/k1x-release-04/09/2025) - [K1X Release – 04/02/2025](https://support.k1x.io/k1x-release-04/02/2025) - [K1x Release – 04/01/2025](https://support.k1x.io/k1x-release-04/01/2025) - [K1X Release – 03/26/2025](https://support.k1x.io/k1x-release-03/26/2025) - [K1X Release – 03/19/2025](https://support.k1x.io/k1x-release-03/19/2025) - [K1X Release – 03/12/2025](https://support.k1x.io/k1x-release-03/12/2025) - [K1x Release – 03/07/2025](https://support.k1x.io/k1x-release-03/07/2025) - [K1X Release – 03/05/2025](https://support.k1x.io/k1x-release-03/05/2025) - [K1X Release 02/26/2025](https://support.k1x.io/k1x-release-02/26/2025) - [K1x Release 02/19/2025](https://support.k1x.io/k1x-release-02/19/2025) - [K1x Release 02/12/2025](https://support.k1x.io/k1x-release-02/12/2025) - [K1x Release 02/05/2025](https://support.k1x.io/k1x-release-02/05/2025) - [K1x Release – 1/29/2025](https://support.k1x.io/k1x-release-1/29/2025) - [K1x Release – 1/22/2025](https://support.k1x.io/k1x-release-1/22/2025) - [K1x Release – 1/16/2025](https://support.k1x.io/k1x-release-1/16/2025) - [K1x Release 1/6/2025](https://support.k1x.io/k1x-release-1/6/2025) - [K1x Release: K1 Aggregator - 05/21/2026](https://support.k1x.io/k1x-release-k1-aggregator-05/21/2026) See less ▼ - [General](https://support.k1x.io/general#main-content) - [Account Management - SSO & Okta](https://support.k1x.io/general#account-management-sso-okta) - [FAQ](https://support.k1x.io/general#faq) - [Release Notes](https://support.k1x.io/general#release-notes) - [K1 Aggregator](https://support.k1x.io/k1-aggregator#main-content) - [Getting Started & Administration](https://support.k1x.io/k1-aggregator#getting-started-administration) - [Core Workflows](https://support.k1x.io/k1-aggregator#core-workflows) - [Reader Extraction & Document Upload](https://support.k1x.io/k1-aggregator#reader-extraction-document-upload) - [Aggregator Modules - Investments](https://support.k1x.io/k1-aggregator#aggregator-modules-investments) - [Aggregator Modules - Foreign Forms](https://support.k1x.io/k1-aggregator#aggregator-modules-foreign-forms) - [Aggregator Modules - Reports and Exports](https://support.k1x.io/k1-aggregator#aggregator-modules-reports-and-exports) - [K-1 Aggregator FAQ](https://support.k1x.io/k1-aggregator#k-1-aggregator-faq) - [Integrations - CCH Axcess](https://support.k1x.io/k1-aggregator#integrations-cch-axcess) - [Integrations - GoSystem](https://support.k1x.io/k1-aggregator#integrations-gosystem) - [Integrations - UltraTax, Profx, OIT](https://support.k1x.io/k1-aggregator#integrations-ultratax-profx-oit) - [Integrations - All Other](https://support.k1x.io/k1-aggregator#integrations-all-other) - [990 Tracker](https://support.k1x.io/990-tracker#main-content) - [990 Tracker FAQ](https://support.k1x.io/990-tracker#990-tracker-faq) - [Federal Forms](https://support.k1x.io/990-tracker#federal-forms) - [Federal Forms - 990-T](https://support.k1x.io/990-tracker#federal-forms-990-t) - [Federal Forms - Form 990](https://support.k1x.io/990-tracker#federal-forms-form-990) - [Federal Forms - Form 990 - Form 990 Schedules - Schedule A](https://support.k1x.io/990-tracker#federal-forms-form-990-form-990-schedules-schedule-a) - [Federal Forms - Form 990 - Form 990 Schedules - Schedule B](https://support.k1x.io/990-tracker#federal-forms-form-990-form-990-schedules-schedule-b) - [Federal Forms - Form 990 - Form 990 Schedules - Schedule C](https://support.k1x.io/990-tracker#federal-forms-form-990-form-990-schedules-schedule-c) - [Federal Forms - Form 990 - Form 990 Schedules - Schedule D](https://support.k1x.io/990-tracker#federal-forms-form-990-form-990-schedules-schedule-d) - [Federal Forms - Form 990 - Form 990 Schedules - Schedule K](https://support.k1x.io/990-tracker#federal-forms-form-990-form-990-schedules-schedule-k) - [Federal Forms - Form 990 - Form 990 Schedules - Schedule R](https://support.k1x.io/990-tracker#federal-forms-form-990-form-990-schedules-schedule-r) - [Federal Forms - Form 990 EZ](https://support.k1x.io/990-tracker#federal-forms-form-990-ez) - [Federal Forms - Form 990 PF](https://support.k1x.io/990-tracker#federal-forms-form-990-pf) - [Federal Forms - Other Federal Forms](https://support.k1x.io/990-tracker#federal-forms-other-federal-forms) - [Electronic Filing](https://support.k1x.io/990-tracker#electronic-filing) - [Modules](https://support.k1x.io/990-tracker#modules) - [Modules - Conflict of Interest](https://support.k1x.io/990-tracker#modules-conflict-of-interest) - [Modules - Master Compensation Module](https://support.k1x.io/990-tracker#modules-master-compensation-module) - [State Forms](https://support.k1x.io/990-tracker#state-forms) - [State Forms - Arizona](https://support.k1x.io/990-tracker#state-forms-arizona) - [State Forms - Massachussets](https://support.k1x.io/990-tracker#state-forms-massachussets) - [State Forms - Mississippi](https://support.k1x.io/990-tracker#state-forms-mississippi) - [State Forms - New Mexico](https://support.k1x.io/990-tracker#state-forms-new-mexico) - [State Forms - West Virginia](https://support.k1x.io/990-tracker#state-forms-west-virginia) - [Troubleshooting](https://support.k1x.io/990-tracker#troubleshooting) - [Troubleshooting - Federal](https://support.k1x.io/990-tracker#troubleshooting-federal) - [Troubleshooting - Federal - Validation Errors](https://support.k1x.io/990-tracker#troubleshooting-federal-validation-errors) - [Troubleshooting - Federal - Validation Errors - Form 990](https://support.k1x.io/990-tracker#troubleshooting-federal-validation-errors-form-990) - [Troubleshooting - Federal - Validation Errors - Form 990-T](https://support.k1x.io/990-tracker#troubleshooting-federal-validation-errors-form-990-t) - [Troubleshooting - Federal - Validation Errors - Form 990-PF](https://support.k1x.io/990-tracker#troubleshooting-federal-validation-errors-form-990-pf) - [Troubleshooting - Federal - Validation Errors - Other Federal Forms](https://support.k1x.io/990-tracker#troubleshooting-federal-validation-errors-other-federal-forms) - [Troubleshooting - Federal - Rejection Errors - Form 990](https://support.k1x.io/990-tracker#troubleshooting-federal-rejection-errors-form-990) - [Troubleshooting - Federal - Rejection Errors - Form 990-T](https://support.k1x.io/990-tracker#troubleshooting-federal-rejection-errors-form-990-t) - [Troubleshooting - Federal - Rejection Errors - Form 990-PF](https://support.k1x.io/990-tracker#troubleshooting-federal-rejection-errors-form-990-pf) - [Troubleshooting - Federal - Rejection Errors - Other Federal Forms](https://support.k1x.io/990-tracker#troubleshooting-federal-rejection-errors-other-federal-forms) - [Troubleshooting - State - Validation Errors](https://support.k1x.io/990-tracker#troubleshooting-state-validation-errors) - [Troubleshooting - State - Rejection Errors](https://support.k1x.io/990-tracker#troubleshooting-state-rejection-errors) - [North Caolina](https://support.k1x.io/990-tracker#north-caolina) - [Forms & Schedules](https://support.k1x.io/990-tracker#forms-schedules) - [K1 Creator](https://support.k1x.io/k1-creator#main-content) - [Core Workflows](https://support.k1x.io/k1-creator#core-workflows) [![k1x logo](https://support.k1x.io/hs-fs/hubfs/k1x%20logo.webp?width=65&height=65&name=k1x%20logo.webp "k1x logo")](https://k1x.io) Privacy Policy | Legal | © 2024 K1x. All Rights Reserved. Patented/Patent-pending AI automation technology | The Digital K-1 Exchange and Digital K-1 Filetype. US2022/0405453 | AI-powered engine to extract data for K-1 PDF. US 2021/0082062 | C-TRAC. US 2010/0010849 1 High Street Court, Morristown, NJ 07960